Manish Shah
Managing Partner at River\'s Watch Capital Planning
- Role
- Trustee at Isles, Inc.
- Location
- New Hope, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Manish Shah
Our purpose is to educate, inspire and challenge high integrity individuals and families…
Experience
Trustee
Aug 2022 — Present
Skills
- Microsoft Excel
- Mergers
- Portfolio Management
- Mergers
- Retirement Planning
- Process Improvement
- Non-Profits
- Equities
- Risk Management
- Financial Modeling
- Customer Service
- Financial Analysis
- Investments
- Insurance
- Fundraising
- Marketing Strategy
- Retirement
- Strategic Financial Planning
- Strategy
- Project Management
- Financial Services
- Strategic Planning
- Leadership Development
- Securities
- Public Speaking
- Customer Satisfaction
- Due Diligence
- Business Development
- Leadership
- Wealth Management
- Finance
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